FJ Research
An ongoing education on category-defining companies
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 138 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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fjresearch.comLatest Issues
I just bought a brand new stock on Monday. It’s already up 8%
Another bold move
And I think it has plenty of upside from here.
Pershing Square Inc – The Farmer, Not the Cow
The only Bill Ackman stock that owns all the fee streams
I spent time mapping the Pershing Square ecosystem properly.
Lilly Q3 update from an owner perspective
Abundance -> Obesity -> Lilly
Revenue came in at $24.4 billion, up 39% year over year. The growth was driven almost entirely by volume in Mounjaro and Zepbound. Mounjaro alone did $10.7 billion in the quarter, up 65%. Zepbound added anothe...
Berkshire Hathaway Revisited
Why the energy assets change the cash-parking case
A few weeks ago I published a note saying there is almost no reason to own Berkshire Hathaway. I was wrong & here’s the correction:
SpaceX Q3 2026 – Owner Update
Tremendous!
SpaceX $SPCX just put up Q3 numbers and they’re strong.
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An ongoing education on category-defining companies
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